Bloomberg Technology
Daybreak Special: Tech Trends with Ives and Munster
Jul 3, 2024
Tech experts Gene Munster and Dan Ives discuss AI's impact on tech companies, including NVIDIA's dominance. They analyze Apple and Tesla's growth potential with AI, the challenges of high valuations, and regulatory scrutiny in the tech industry. The episode explores long-term investment opportunities in the tech sector and future trends like AI-driven workloads and cybersecurity firms.
38:43
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Quick takeaways
- AI sector shows promise for mega-cap tech stocks
- Apple is key player in consumer-facing AI market
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